CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$130M
3
+$105M
4
SPOT icon
Spotify
SPOT
+$94.4M
5
TTAN
ServiceTitan Inc
TTAN
+$94.2M

Top Sells

1
+$811M
2
+$178M
3
+$175M
4
UNH icon
UnitedHealth
UNH
+$150M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$129M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$1.73K ﹤0.01%
25
2677
$1.73K ﹤0.01%
200
2678
$1.69K ﹤0.01%
+642
2679
$1.69K ﹤0.01%
33
-357
2680
$1.68K ﹤0.01%
1,400
2681
$1.67K ﹤0.01%
50
2682
$1.67K ﹤0.01%
+59
2683
$1.66K ﹤0.01%
500
2684
$1.66K ﹤0.01%
21
-7
2685
$1.65K ﹤0.01%
86
2686
$1.64K ﹤0.01%
263
-2,167
2687
$1.64K ﹤0.01%
225
-111
2688
$1.63K ﹤0.01%
50
2689
$1.63K ﹤0.01%
34
-33
2690
$1.63K ﹤0.01%
+36
2691
$1.63K ﹤0.01%
40
+30
2692
$1.61K ﹤0.01%
35
-46
2693
$1.61K ﹤0.01%
85
-715
2694
$1.58K ﹤0.01%
40
+17
2695
$1.57K ﹤0.01%
+38
2696
$1.57K ﹤0.01%
+47
2697
$1.54K ﹤0.01%
77
2698
$1.54K ﹤0.01%
100
2699
$1.54K ﹤0.01%
58
-48
2700
$1.53K ﹤0.01%
+5,000
106 107
108
109 110